Cormorant Asset Management, LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.7T
Holdings
78
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ERASERASCA INC | 10,505,550 | $163.7B | 9.74% | |
| 2 | —TURNING POINT THERAPEUTICS I | 3,025,000 | $144.3B | 8.58% | |
| 3 | DSGNDESIGN THERAPEUTICS INC | 5,440,453 | $116.5B | 6.93% | |
| 4 | —PROMETHEUS BIOSCIENCES INC | 1,848,024 | $73.1B | 4.35% | |
| 5 | —FORMA THERAPEUTICS HLDGS INC | 4,639,995 | $66.0B | 3.92% | |
| 6 | GLUEMONTE ROSA THERAPEUTICS INC | 3,002,199 | $61.3B | 3.65% | |
| 7 | RVMDREVOLUTION MEDICINES INC | 2,431,852 | $61.2B | 3.64% | |
| 8 | EWTXEDGEWISE THERAPEUTICS INC | 3,565,901 | $54.5B | 3.24% | |
| 9 | TNGXTANGO THERAPEUTICS INC | 4,899,185 | $53.1B | 3.16% | |
| 10 | RNAAVIDITY BIOSCIENCES INC | 2,012,115 | $47.8B | 2.84% | |
| 11 | VERVVERVE THERAPEUTICS INC | 1,109,224 | $40.9B | 2.43% | |
| 12 | BEAMBEAM THERAPEUTICS INC | 500,000 | $39.8B | 2.37% | |
| 13 | IMRXIMMUNEERING CORP | 2,302,626 | $37.2B | 2.21% | |
| 14 | BCABBIOATLA INC | 1,681,115 | $33.0B | 1.96% | |
| 15 | CYTKCYTOKINETICS INC | 700,000 | $31.9B | 1.90% | |
| 16 | TARSTARSUS PHARMACEUTICALS INC | 1,403,331 | $31.6B | 1.88% | |
| 17 | —RAIN THERAPEUTICS INC | 2,326,660 | $30.0B | 1.78% | |
| 18 | APLSAPELLIS PHARMACEUTICALS INC | 625,000 | $29.6B | 1.76% | |
| 19 | STOKSTOKE THERAPEUTICS INC | 1,182,362 | $28.4B | 1.69% | |
| 20 | CNTACENTESSA PHARMACEUTICALS PLC | 2,489,894 | $28.0B | 1.67% | |
| 21 | BBIOBRIDGEBIO PHARMA INC | 1,668,909 | $27.8B | 1.66% | |
| 22 | BMEABIOMEA FUSION INC | 3,170,872 | $23.6B | 1.41% | |
| 23 | —AMBRX BIOPHARMA INC | 2,486,386 | $22.5B | 1.34% | |
| 24 | AVTEAEROVATE THERAPEUTICS INC | 1,830,691 | $21.6B | 1.28% | |
| 25 | OLMAOLEMA PHARMACEUTICALS INC | 2,169,871 | $20.3B | 1.21% | |
| 26 | RCKTROCKET PHARMACEUTICALS INC | 868,550 | $19.0B | 1.13% | |
| 27 | —TALARIS THERAPEUTICS INC | 1,182,545 | $18.1B | 1.08% | |
| 28 | AXNX*AXONICS INC | 322,240 | $18.0B | 1.07% | |
| 29 | ALXOALX ONCOLOGY HLDGS INC | 762,079 | $16.4B | 0.97% | |
| 30 | VTYXVENTYX BIOSCIENCES INC | 785,303 | $15.1B | 0.90% | |
| 31 | AVIRATEA PHARMACEUTICALS INC | 1,679,442 | $15.0B | 0.89% | |
| 32 | PRAXPRAXIS PRECISION MEDICINES I | 752,406 | $14.8B | 0.88% | |
| 33 | 1K0IGM BIOSCIENCES INC | 500,000 | $14.7B | 0.87% | |
| 34 | CCXIEURCHEMOCENTRYX INC | 400,000 | $14.6B | 0.87% | |
| 35 | GHRSGH RESEARCH PLC | 608,123 | $14.2B | 0.84% | |
| 36 | TORCEURADICET BIO INC | 750,000 | $13.1B | 0.78% | |
| 37 | ACRSACLARIS THERAPEUTICS INC | 900,000 | $13.1B | 0.78% | |
| 38 | —ELEVATION ONCOLOGY INC | 1,983,165 | $11.9B | 0.71% | |
| 39 | TYRATYRA BIOSCIENCES INC | 839,932 | $11.6B | 0.69% | |
| 40 | —LONGBOARD PHARMACEUTICALS IN | 2,273,221 | $11.1B | 0.66% | |
| 41 | MRTXEURMIRATI THERAPEUTICS INC | 75,000 | $11.0B | 0.65% | |
| 42 | —VECTIVBIO HLDG AG | 2,216,763 | $10.9B | 0.65% | |
| 43 | PHVSPHARVARIS N V | 689,731 | $9.9B | 0.59% | |
| 44 | —ZYMEWORKS INC | 600,000 | $9.8B | 0.58% | |
| 45 | —ICOSAVAX INC | 426,393 | $9.8B | 0.58% | |
| 46 | KROSKEROS THERAPEUTICS INC | 150,000 | $8.8B | 0.52% | |
| 47 | AKROAKERO THERAPEUTICS INC | 403,787 | $8.5B | 0.51% | |
| 48 | PYXSPYXIS ONCOLOGY INC | 668,854 | $7.1B | 0.42% | |
| 49 | 5E7ITEOS THERAPEUTICS INC | 150,000 | $7.0B | 0.42% | |
| 50 | ASNDASCENDIS PHARMA A/S | 50,000 | $6.7B | 0.40% | |
| 51 | PLRXPLIANT THERAPEUTICS INC | 482,413 | $6.5B | 0.39% | |
| 52 | ALGSALIGOS THERAPEUTICS INC | 521,257 | $6.2B | 0.37% | |
| 53 | VRDNVIRIDIAN THERAPEUTICS INC | 300,000 | $5.9B | 0.35% | |
| 54 | ELDNELEDON PHARMACEUTICALS INC | 1,305,095 | $5.8B | 0.34% | |
| 55 | YMABUSDY-MABS THERAPEUTICS INC | 300,000 | $4.9B | 0.29% | |
| 56 | CABACABALETTA BIO INC | 1,154,424 | $4.4B | 0.26% | |
| 57 | MLTXHELIX ACQUISITION CORP | 430,000 | $4.3B | 0.25% | |
| 58 | —HARPOON THERAPEUTICS INC | 540,600 | $4.1B | 0.24% | |
| 59 | TCE2CELLDEX THERAPEUTICS INC NEW | 100,000 | $3.9B | 0.23% | |
| 60 | —RENOVACOR INC | 500,000 | $3.9B | 0.23% | |
| 61 | MGTXMEIRAGTX HLDGS PLC | 150,000 | $3.6B | 0.21% | |
| 62 | ANABANAPTYSBIO INC | 100,000 | $3.5B | 0.21% | |
| 63 | —AKOUOS INC | 394,500 | $3.4B | 0.20% | |
| 64 | MRUSMERUS N V | 100,000 | $3.2B | 0.19% | |
| 65 | GLTOUSDGALECTO INC | 1,020,238 | $3.1B | 0.18% | |
| 66 | CATBUSDASTRIA THERAPEUTICS INC | 552,903 | $3.0B | 0.18% | |
| 67 | DTILPRECISION BIOSCIENCES INC | 346,524 | $2.6B | 0.15% | |
| 68 | GRPHGRAPHITE BIO INC | 203,153 | $2.5B | 0.15% | |
| 69 | GOSSGOSSAMER BIO INC | 198,382 | $2.2B | 0.13% | |
| 70 | AUTLAUTOLUS THERAPEUTICS PLC | 392,167 | $2.0B | 0.12% | |
| 71 | QUREUNIQURE NV | 50,000 | $1.0B | 0.06% | |
| 72 | CNTBCONNECT BIOPHARMA HLDGS LTD | 200,000 | $1.0B | 0.06% | |
| 73 | —SONENDO INC | 149,200 | $859.0M | 0.05% | |
| 74 | BCELATRECA INC | 273,500 | $829.0M | 0.05% | |
| 75 | ORTXUSDORCHARD THERAPEUTICS PLC | 256,649 | $339.0M | 0.02% | |
| 76 | IMV1EURIMV INC | 234,374 | $289.0M | 0.02% | |
| 77 | ASNSUSDX4 PHARMACEUTICALS INC | 103,980 | $238.0M | 0.01% | |
| 78 | —OUTLOOK THERAPEUTICS INC | 270,698 | $32.0M | 0.00% |